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Business is the hub for everything to do with your account customers: invoicing their orders, recording payments against those invoices, issuing credit notes, and sending statements. Day-to-day card and cash payments live on Transactions; this section is about the ledger that sits alongside them.
This page covers features gated by Manager-tier permissions. Managers and Admins have these by default; your administrator can adjust who has them in Settings > Team.
The whole Business area is gated by the Invoices (Manage) permission, included in the Manager and Admin presets by default. Refunding the underlying card or cash payment is a separate action gated by Transactions (Manage) and Orders (Refund) — see Refunds.

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The Business page at a glance

The Business entry in your sidebar opens a single page with two halves:
  • A list of account customers on the left. Only customers set to Credit Customer appear here — retail customers don’t.
  • The selected customer’s record on the right, with a metric strip (orders, events, unpaid invoices, total outstanding, credit balance) and four tabs:
The action bar at the top of the page holds the cross-customer tools: Bulk Invoice Orders, Bulk Statements, and Search Invoices.

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The glossary

A few terms get used loosely in the wild. In Digital Florists they each mean a specific thing. There are no debit notes, no void invoices, and no partial credit notes from a paid invoice — the Create Credit Note action on a paid invoice always credits the full invoice amount. For a partial credit, raise a standalone credit from Manage Credit instead.

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How Business differs from POS and Transactions

This is the most useful mental model for managers learning the area:
  • POS and Transactions track money in and out. When a customer pays by card, cash, or gift card, a transaction is recorded and the order moves to Paid.
  • Business tracks what you’ve billed and what you’ve collected on account. When a customer pays by Account, the order joins their open balance on the Business page, ready to be invoiced and reconciled later.
The Account payment method only appears at checkout when the selected customer is a Credit Customer. Setting it up is a one-off configuration in Settings > Advanced > Payments — toggle the Account flag on any payment method you want available for credit customers.

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The two ledgers don’t speak to each other

This catches people out. Digital Florists keeps the transaction ledger (card, cash, gift card movements) and the account ledger (invoices, credit notes, reconciliations) separately.
Refunding a transaction does not reopen the invoice it was raised against. If a credit customer paid by card and you refund the card, the matching invoice stays in Paid status. To unbook the invoice payment too, run Undo Reconciliation on the invoice from the Reconciled Invoices or History tab. Both steps are needed for the books to match.
A practical order of operations when something goes wrong on a paid account invoice:
  1. Undo Reconciliation on the invoice — this returns it to Unpaid and restores any credit that was consumed.
  2. Delete the invoice (only available while it’s unpaid) or Create Credit Note against it.
  3. Refund the underlying card or cash payment from Refunds — this is where money leaves the till or the card.
The reverse also applies: creating a credit note doesn’t put money back on the customer’s card. It adds to their credit balance for a future invoice. If they want the money back instead, issue a refund through the original payment method as a separate step.

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What lives where

Invoicing

Invoice a single order, combine several orders for one customer onto one invoice, or sweep a whole period across every account customer in one batch.

Credit Management

Issue credit notes from paid invoices or standalone, record refunds already paid out, and adjust customer credit balances.

Customers

Set a customer to Credit Customer, configure their payment terms, account discount, and default delivery slot.

Refunds

Return money to the customer’s original payment method. The transaction-side counterpart to credit notes and undo reconciliation.

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Common questions

Only customers with their Account Type set to Credit Customer. Retail (standard) customers don’t appear. Switch a customer to credit from their profile to make them eligible for invoicing on account.
From the Business page. Pick the customer, open the Not Invoiced tab, and click Invoice on the order’s row. There is no Invoice button on the order screen itself.
No. Invoices don’t have a void status. If an invoice was raised in error and is still unpaid, Delete it. If it’s already been paid, run Undo Reconciliation first, then delete it. For a customer-facing record of money owed back, Create Credit Note instead.
No. The transaction ledger and the account ledger are separate. Refunding a card returns money to the customer but leaves the invoice marked Paid. To unbook the invoice payment, run Undo Reconciliation as a separate step.
Anyone with the Invoices (Manage) permission. Managers and Admins have it by default; your administrator can adjust who has it in Settings > Team. Refunding the underlying transaction also requires Transactions (Manage) or Orders (Refund), plus a security code if PIN protection is on.
Bulk invoicing, statements, reconciliation, and credit management are dashboard-only. Sign in from a browser to use them.

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What’s next?

Invoicing

Invoice a single order, combine several orders for one customer, or run end-of-month invoicing for every account customer.

Credit Management

Issue credit notes and adjust customer credit balances.

Refunds

Return money through the original payment method.

Customers

Set up an account customer with payment terms and discounts.
Last modified on June 21, 2026